宏觀大(da)勢

國(guo)務院辦公廳日前印發(fa)《關于進(jin)一(yi)步做好(hao)穩(wen)外(wai)(wai)貿(mao)(mao)穩(wen)外(wai)(wai)資(zi)工作(zuo)的意(yi)見》，提出15項穩(wen)外(wai)(wai)貿(mao)(mao)穩(wen)外(wai)(wai)資(zi)政策(ce)措(cuo)施(shi)，其中包(bao)括，加大(da)財(cai)稅金融支持(chi)(chi)。更好(hao)發(fa)揮出口信用(yong)保險作(zuo)用(yong)，進(jin)一(yi)步擴(kuo)大(da)對(dui)中小微外(wai)(wai)貿(mao)(mao)企(qi)(qi)業出口信貸投放(fang)。發(fa)展(zhan)貿(mao)(mao)易(yi)新業態新模式。新增(zeng)一(yi)批市場采購貿(mao)(mao)易(yi)方式試點(dian)(dian)(dian)，拓展(zhan)對(dui)外(wai)(wai)貿(mao)(mao)易(yi)線上渠道。支持(chi)(chi)重(zhong)(zhong)點(dian)(dian)(dian)產業和(he)重(zhong)(zhong)點(dian)(dian)(dian)企(qi)(qi)業。引導(dao)加工貿(mao)(mao)易(yi)梯度轉移。加大(da)對(dui)勞(lao)動(dong)密集型企(qi)(qi)業支持(chi)(chi)力度。“一(yi)企(qi)(qi)一(yi)策(ce)”幫助(zhu)大(da)型骨干(gan)外(wai)(wai)貿(mao)(mao)企(qi)(qi)業破解難題。

8月(yue)(yue)(yue)14日(ri)，國(guo)家統(tong)計(ji)局(ju)發布(bu)數(shu)據顯(xian)示，7月(yue)(yue)(yue)份(fen)(fen)，全(quan)國(guo)規模(mo)以(yi)上工業增(zeng)(zeng)(zeng)加(jia)值同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)4.8%，增(zeng)(zeng)(zeng)速與(yu)6月(yue)(yue)(yue)份(fen)(fen)持平；環比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)0.98%。1-7月(yue)(yue)(yue)份(fen)(fen)，全(quan)國(guo)規模(mo)以(yi)上工業增(zeng)(zeng)(zeng)加(jia)值同(tong)比(bi)(bi)下降(jiang)0.4%，降(jiang)幅比(bi)(bi)1-6月(yue)(yue)(yue)份(fen)(fen)收窄0.9個百分(fen)點。7月(yue)(yue)(yue)份(fen)(fen)，分(fen)經濟類(lei)型看(kan)，國(guo)有控股企業增(zeng)(zeng)(zeng)加(jia)值同(tong)比(bi)(bi)增(zeng)(zeng)(zeng)長(chang)(chang)4.1%；股份(fen)(fen)制企業增(zeng)(zeng)(zeng)長(chang)(chang)4.2%，外商及港(gang)澳臺商投資企業增(zeng)(zeng)(zeng)長(chang)(chang)7.6%；私營企業增(zeng)(zeng)(zeng)長(chang)(chang)4.2%。分(fen)三大(da)門(men)類(lei)看(kan)，采礦業增(zeng)(zeng)(zeng)加(jia)值下降(jiang)2.6%，制造(zao)業增(zeng)(zeng)(zeng)長(chang)(chang)6.0%，電力(li)、熱力(li)、燃氣及水生產和(he)供應業增(zeng)(zeng)(zeng)長(chang)(chang)1.7%。

8月14日，國家統計局發布數(shu)據顯示(shi)，7月份(fen)，社會(hui)(hui)消費(fei)品(pin)零售(shou)總(zong)額(e)32203億(yi)元(yuan)，同比(bi)下(xia)降(jiang)1.1%（扣除(chu)價格因(yin)素實(shi)際下(xia)降(jiang)2.7%，以下(xia)除(chu)特殊說(shuo)明外均為(wei)名義增長(chang)），降(jiang)幅(fu)比(bi)上月收窄(zhai)0.7個(ge)百(bai)分(fen)點。1-7月份(fen)，社會(hui)(hui)消費(fei)品(pin)零售(shou)總(zong)額(e)204459億(yi)元(yuan)，同比(bi)下(xia)降(jiang)9.9%。

國(guo)內能(neng)源

發(fa)(fa)改委鼓勵(li)西(xi)部(bu)地區儲能(neng)產(chan)業發(fa)(fa)展(zhan)(zhan)。近日，國家發(fa)(fa)展(zhan)(zhan)改革委會同(tong)有關(guan)部(bu)門(men)發(fa)(fa)布了《西(xi)部(bu)地區鼓勵(li)類產(chan)業目錄（2020年本，征(zheng)(zheng)求意(yi)見(jian)(jian)稿）》意(yi)見(jian)(jian)公(gong)告(gao)。此次公(gong)開征(zheng)(zheng)求意(yi)見(jian)(jian)的時間(jian)為2020年8月(yue)12日至2020年9月(yue)11日。公(gong)告(gao)內(nei)容包含鋰電(dian)池、充電(dian)樁、儲能(neng)、新(xin)能(neng)源等相關(guan)產(chan)業，其中青海、寧夏(xia)、新(xin)疆(jiang)、內(nei)蒙(meng)(meng)古4地大(da)力發(fa)(fa)展(zhan)(zhan)儲能(neng)產(chan)業，青海同(tong)時也在大(da)力發(fa)(fa)展(zhan)(zhan)新(xin)能(neng)源汽(qi)車充電(dian)樁產(chan)業。四(si)川、甘肅、內(nei)蒙(meng)(meng)古、廣西(xi)等4地大(da)力發(fa)(fa)展(zhan)(zhan)鋰電(dian)池產(chan)業。

國家能(neng)源局：加(jia)強(qiang)電力行(xing)業危(wei)(wei)化品(pin)(pin)(pin)儲(chu)(chu)存等(deng)安(an)全(quan)(quan)防(fang)范(fan)工(gong)作(zuo)。近日，國家能(neng)源局印發(fa)《關于加(jia)強(qiang)電力行(xing)業危(wei)(wei)化品(pin)(pin)(pin)儲(chu)(chu)存等(deng)安(an)全(quan)(quan)防(fang)范(fan)工(gong)作(zuo)的通知(zhi)》，《通知(zhi)》強(qiang)調，深刻汲(ji)取黎巴嫩貝魯特港口爆炸事故(gu)教訓，進一(yi)步做(zuo)好電力行(xing)業危(wei)(wei)化品(pin)(pin)(pin)儲(chu)(chu)存等(deng)安(an)全(quan)(quan)防(fang)范(fan)工(gong)作(zuo)，一(yi)是開展危(wei)(wei)化品(pin)(pin)(pin)儲(chu)(chu)存安(an)全(quan)(quan)排查工(gong)作(zuo)，二是保(bao)障危(wei)(wei)化品(pin)(pin)(pin)設備正常運(yun)行(xing)，三(san)是提(ti)升危(wei)(wei)化品(pin)(pin)(pin)本質安(an)全(quan)(quan)水(shui)平，四是統籌做(zuo)好電力安(an)全(quan)(quan)生產各項工(gong)作(zuo)。

7月(yue)(yue)全(quan)(quan)(quan)社(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)同(tong)比(bi)(bi)(bi)增(zeng)長2.3%。國家能源局(ju)發布7月(yue)(yue)份全(quan)(quan)(quan)社(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)等數據。7月(yue)(yue)份，全(quan)(quan)(quan)社(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)6824億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長2.3%。分產(chan)(chan)業(ye)看，第(di)一產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)85億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長11.6%；第(di)二產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)4593億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)下(xia)(xia)降(jiang)0.7%；第(di)三(san)產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)1164億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長5.3%；城(cheng)(cheng)鄉(xiang)(xiang)居民生活(huo)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)982億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長13.8%。1-7月(yue)(yue)，全(quan)(quan)(quan)社(she)會(hui)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)累(lei)計40381億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)下(xia)(xia)降(jiang)0.7%。分產(chan)(chan)業(ye)看，第(di)一產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)458億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長8.8%；第(di)二產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)27111億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)下(xia)(xia)降(jiang)2.1%；第(di)三(san)產(chan)(chan)業(ye)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)6498億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)下(xia)(xia)降(jiang)2.5%；城(cheng)(cheng)鄉(xiang)(xiang)居民生活(huo)用(yong)(yong)(yong)電(dian)(dian)量(liang)(liang)6314億(yi)(yi)千(qian)(qian)(qian)瓦(wa)(wa)(wa)時(shi)，同(tong)比(bi)(bi)(bi)增(zeng)長7.7%。

國(guo)(guo)家(jia)能(neng)源(yuan)集團(tuan)投(tou)運國(guo)(guo)內(nei)首個大機組污(wu)(wu)(wu)(wu)泥處(chu)置(zhi)項(xiang)目(mu)。近(jin)日，國(guo)(guo)內(nei)首個“結合630MW大型燃煤機組資源(yuan)化(hua)處(chu)置(zhi)多種污(wu)(wu)(wu)(wu)泥固廢關鍵技術(shu)研究及(ji)工(gong)程示范項(xiang)目(mu)”在國(guo)(guo)家(jia)能(neng)源(yuan)集團(tuan)江蘇公司(si)常州發電廠投(tou)運。該項(xiang)目(mu)主要(yao)承接(jie)常州市工(gong)業園區的生活(huo)污(wu)(wu)(wu)(wu)泥和印染污(wu)(wu)(wu)(wu)泥處(chu)置(zhi)，處(chu)理(li)規模為500噸(dun)/天(tian)（污(wu)(wu)(wu)(wu)泥含水率可達80%），其中生活(huo)污(wu)(wu)(wu)(wu)泥300噸(dun)/天(tian)、印染污(wu)(wu)(wu)(wu)泥200噸(dun)/天(tian)，年處(chu)理(li)量近(jin)16萬噸(dun)。

南(nan)(nan)方五省區7月(yue)全社(she)會用(yong)(yong)電(dian)量同(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)11.2%，創年(nian)內單(dan)月(yue)新高(gao)(gao)。7月(yue)，南(nan)(nan)方五省區全社(she)會用(yong)(yong)電(dian)量1325億(yi)(yi)千(qian)瓦時，同(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)11.2%，增(zeng)(zeng)速(su)創今(jin)年(nian)以來單(dan)月(yue)新高(gao)(gao)，其中一產(chan)、三產(chan)和居(ju)民(min)(min)生(sheng)活用(yong)(yong)電(dian)實現(xian)兩(liang)位數(shu)增(zeng)(zeng)長(chang)(chang)，居(ju)民(min)(min)用(yong)(yong)電(dian)受高(gao)(gao)溫影(ying)響，同(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)超兩(liang)成。1-7月(yue)，南(nan)(nan)方五省區全社(she)會用(yong)(yong)電(dian)量累計達7063億(yi)(yi)千(qian)瓦時，同(tong)比(bi)(bi)增(zeng)(zeng)長(chang)(chang)2.4%，較上半(ban)年(nian)高(gao)(gao)2.0個百分點，增(zeng)(zeng)速(su)穩(wen)步回升，用(yong)(yong)電(dian)增(zeng)(zeng)長(chang)(chang)呈企穩(wen)向好發(fa)展(zhan)態勢。

西氣(qi)(qi)(qi)東(dong)輸(shu)中衛壓(ya)氣(qi)(qi)(qi)站“一(yi)鍵啟停”項目啟動。近(jin)日，中國(guo)石油(you)西氣(qi)(qi)(qi)東(dong)輸(shu)管道公(gong)司銀川管理處(chu)中衛壓(ya)氣(qi)(qi)(qi)站“一(yi)鍵啟停”項目一(yi)級(ji)動火(huo)作業正式啟動，這(zhe)是(shi)我國(guo)第(di)一(yi)個已建(jian)站場更新改造升級(ji)推進“一(yi)鍵啟停”項目的(de)站場，試點成功(gong)后(hou)，將實現調控業務從全面遠(yuan)控向智能(neng)調控推進，對(dui)國(guo)家(jia)天然氣(qi)(qi)(qi)管網智能(neng)化建(jian)設起到積極的(de)示范引領作用。中衛壓(ya)氣(qi)(qi)(qi)站是(shi)中國(guo)最(zui)(zui)大天然氣(qi)(qi)(qi)樞紐(niu)站，輸(shu)送(song)半(ban)數以上國(guo)產(chan)天然氣(qi)(qi)(qi)，是(shi)國(guo)內天然氣(qi)(qi)(qi)長輸(shu)管道行業最(zui)(zui)大最(zui)(zui)重要的(de)樞紐(niu)站場。

西藏單機(ji)(ji)容(rong)量(liang)最(zui)大電(dian)(dian)(dian)站投(tou)產。近日，國家重(zhong)點(dian)工程(cheng)加(jia)查水(shui)電(dian)(dian)(dian)站首(shou)臺(tai)機(ji)(ji)組順利完成72小時試(shi)運(yun)行，正式并網發(fa)電(dian)(dian)(dian)。加(jia)查水(shui)電(dian)(dian)(dian)站是西藏目前單機(ji)(ji)容(rong)量(liang)最(zui)大的(de)電(dian)(dian)(dian)站，單機(ji)(ji)容(rong)量(liang)為120兆(zhao)瓦(wa)(wa)。加(jia)查水(shui)電(dian)(dian)(dian)站位于(yu)西藏山南市加(jia)查縣境內，是西藏“十三五”的(de)發(fa)電(dian)(dian)(dian)重(zhong)點(dian)項目。電(dian)(dian)(dian)站總裝機(ji)(ji)容(rong)量(liang)360兆(zhao)瓦(wa)(wa)，設計年發(fa)電(dian)(dian)(dian)量(liang)17.05億千瓦(wa)(wa)時，總投(tou)資78.3億元，是西藏已建(jian)成的(de)第二大水(shui)電(dian)(dian)(dian)站。

國際能源

國際油價8月13日下跌(die)(die)(die)。截至8月13日收盤：9月WTI跌(die)(die)(die)0.43報(bao)(bao)42.24，跌(die)(die)(die)幅(fu)近(jin)1%；10月布倫特跌(die)(die)(die)0.47報(bao)(bao)44.96美元(yuan)/桶，跌(die)(die)(die)幅(fu)1%。SC2010漲0.2報(bao)(bao)293.4元(yuan)/桶。

IEA下(xia)調(diao)(diao)2020年(nian)原(yuan)油(you)(you)需(xu)求預期(qi)。8月13日(ri)，國(guo)際能源署(shu)（IEA）公(gong)布月度(du)原(yuan)油(you)(you)市(shi)場(chang)報告，下(xia)調(diao)(diao)全(quan)(quan)球(qiu)(qiu)原(yuan)油(you)(you)需(xu)求預期(qi)。IEA將2020年(nian)全(quan)(quan)球(qiu)(qiu)原(yuan)油(you)(you)需(xu)求預期(qi)從7月預期(qi)的9210萬(wan)桶(tong)/日(ri)削減(jian)至(zhi)9190萬(wan)桶(tong)/日(ri)，同(tong)比下(xia)降810萬(wan)桶(tong)/日(ri)，并(bing)將2021年(nian)全(quan)(quan)球(qiu)(qiu)原(yuan)油(you)(you)需(xu)求預期(qi)下(xia)調(diao)(diao)24萬(wan)桶(tong)/日(ri)至(zhi)9710萬(wan)桶(tong)/日(ri)。

波(bo)蘭首臺核電(dian)機組(zu)擬在(zai)(zai)2033年(nian)前投(tou)運。波(bo)蘭氣候部近日(ri)發(fa)布聲明稱，波(bo)蘭計劃采用三代或三代+PWR技術在(zai)(zai)2043年(nian)前新建6~9 GWe裝機容量，首座反(fan)應堆擬于(yu)2033年(nian)試(shi)運行。